News

Donor screening and wealth screening are sometimes used interchangeably in fundraising. Since wealth screening is almost always a component of donor screening, this misunderstanding is understandable. Nevertheless, it is important to understand the limitations of pure...

If you've logged into CharityCAN recently, you'll already know that we've been working on freshening up the site a little bit. In the past couple of months, we've given the site a new look, a new menu, a new place for news and now a new homepage. It's all part of our...

What is Donor Screening? Donor screening is a process where a list of potential or current donors is analyzed and, usually, ranked. Typically, the names on the list will be ranked for their viability as a major gift prospect, but donor screening is also used to...

Hello, and welcome to 2020! I'm a little late in welcoming everyone here to the new decade, but I wanted to reflect a little on 2019, look forward to 2020 and give our users and audience a look at what we're thinking about here at CharityCAN. Trying new things We...

Relationship mapping has become an integral part of philanthropic prospect research. Relationship mapping can show you how to connect with a prospect, the connections of a board member or major donor, and the different ways your organization is connected to another...

We’ve recently made a change to the general tab of a Charity Analyst Report that allows you to more quickly access relevant information about the charity you are researching. Here’s an example: The two most significant elements of this change are bringing director...

Exporting data found in CharityCAN can be a useful way to add data to your donor database - donation records a donor has made to other organizations, for example - and use third party tools such as Excel to further analyze data. In this guide we will discuss how to...

One of our CharityCAN subscribers is a researcher at a major Ontario arts organization, and earlier this spring she was given a task by her team’s gift officers: find ways to personally connect with current patrons that did not yet have an established relationship...

The Organization Integrated search is the best way to use CharityCAN to conduct prospect research on a granting foundation and companies. In this guide we will walk you through how to most effectively use the Organization Integrated Search for prospect research. We...

What does it take to start a fundraising program from scratch? I sat down over coffee with Kathie Must, Manager, Philanthropy at Reception House Waterloo Region, to find out. Kathie started at Reception House in October of 2017 and became a CharityCAN user not long...